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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time School (College) | Provo | UT | 09/2016 | 04/2017 |
| Brigham Young University | Provo | UT | 05/2017 | 08/2017 |
| Lewisville Independent School District | Lewisville | TX | 09/2017 | 01/2018 |
| Full Time Missionary Service (Lds/Mormon) | Richmond, Bc | 02/2018 | 02/2020 | |
| Texas Partners Title | Plano | TX | 03/2020 | 01/2021 |
| Carvio | San Diego | CA | 03/2021 | 11/2021 |
| Full Time School (College) | Provo | UT | 12/2021 | 08/2022 |
| Fidelity Investments Lcc | American Fork | UT | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-131329|OrgNmn:Wildroot Land Company|Org Addr:BRIGHAM CI,Utah,US|OBA Nature:Investing in raw land. Buy und|Invst Rel:Y|Title:Partner|Duties:No required duties or obligations. I simply buy parcels as I see fit and then sell them. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-111899|OrgNmn:Self|Org Addr:Brigham Ci,Utah,US|OBA Nature:Pallet Auctions|Invst Rel:N|Title:No offical title or position|Duties:All self-employed, only bid and pick up when I want to|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-02 |
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